Move an Organization within the Hierarchy

Administrators can move organizations within the hierarchy in both the Summary View and Flat View.

Moving an organization to a new position as a child of another organization may cause it to inherit settings from its new parent. Moving an organization to a parent level above existing organizations in the hierarchy may cause the child organizations (and descendants) to inherit settings from the organization you moved.

To move an organization in the Summary View

  1. Expand the organization hierarchy to locate the organization you want to move.
  2. Click and drag the organization to another position in the hierarchy. The Move Organization dialog opens, and shows the name of the target parent organization.
  3. Click Move to complete the move.

To move an organization in the Flat View

  1. Select Move from the action menu to the left of the organization name. The Move Organization dialog opens.
  2. In the Move Organization dialog, click the browse icon. The Organization Selection dialog opens.
  3. In the Organization Selection dialog, expand the organization hierarchy to select the new parent organization for the organization you are moving.
  4. Click OK to return to the Move Organization dialog. The target parent organization is shown.
  5. Click Move to complete the move. 

Additional Information

About Organization Maintenance

Add an Organization as a Child

Edit an Organization

 

Why does the help differ from what I see on the screen?

 

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